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Upcoming Webinars
Jul 30 2:00 pm EST
Working with File Uploads in the Salesforce Workflow Connector
Uploading files to Salesforce is essential for many business processes. In this FormAssembly training webinar, we’ll walk through the end-to-end process of sending files from FormAssembly to Salesforce using the Salesforce Workflow Connector. Through this build-along style training session, you’ll learn how to configure file uploads, map document steps, and connect your workflow to Salesforce […]
Looking to expand your data collection knowledge or gain work productivity tips from industry professionals? Browse our library of on-demand webinars.
Salesforce
Your Salesforce Easy Button: Launching Prefilled Forms and Smarter Workflows
What if a single button could consistently prefill forms and streamline data processes for people? View this hands-on webinar focused on launching prefilled forms from Salesforce with an “easy button” that allows you to do exactly that. We walk through real-world examples that show how Salesforce buttons can launch FormAssembly forms with existing record data, […]
Better Data, Better Outcomes: Power Agentforce and CRM Processes with Better Data Collection
For Salesforce Builders – the Admins and Architects of CRM processes – the last few years have been a whirlwind. Agentforce is rapidly changing the expectations organizations have for their CRM – and raising the expectations on those teams who maintain the platform. Agentforce promises a future of agentic automation, where organizations can scale any […]
Automating Sensitive Data Collection: Architecting Trustworthy Processes That Scale
As the volume and sensitivity of data entering your CRM increase, the complexity of implementing effective Data Stewardship grows. For builders in roles like Salesforce Administration and Solution Architecture, controlling how your organization collects and handles sensitive data is paramount—it’s the difference between efficient, compliant processes and dangerous data breaches. Watch on demand for this […]
Mission-Critical Compliance: Navigating CMMC and Data Collection
As CMMC requirements reach full rollout for the Defense Industrial Base, the margin for error in data collection has vanished. For IT leaders, the challenge is twofold: maintaining rigorous security protocols without creating bureaucratic bottlenecks that stall the mission. Join us for a deep dive into how FormAssembly provides a FedRAMP High and DoD IL4-authorized […]
How FormAssembly Uses FormAssembly: Real Use Cases, Real Results
What does it look like when a company uses its own platform every day to automate tasks and solve real operational challenges? In this training webinar, the FormAssembly team will pull back the curtain and showcase how a few internal FormAssembly teams use the platform for their processes — from collecting feedback and managing product […]
Building the Secure Data Layer: Authenticated, Prefilled Salesforce Forms
Are you a “Builder” tasked with securing and streamlining your organization’s data processes within Salesforce? Secure processes don’t have to be a bottleneck. Join us for an in-depth session where you’ll learn how to take control of the data entering your CRM, ensuring it’s clean, accurate, and AI-ready. This session covers how FormAssembly tools empower […]
Modernizing the Mission: Architecting Data Pipelines for Salesforce
This on-demand session outlines the tactics and tools successful public sector organizations are using to build compliant data intake processes that integrate with Salesforce and other critical back-end systems. Experts from FormAssembly and Coastal discuss new tools available to improve Government projects involving AI, Data Cloud and Agentforce as well as challenges with PubSec data […]
Working with Person Accounts in Salesforce: Setup, Campaigns, and FormAssembly Integration
Person Accounts are essential for many Salesforce use cases — but understanding how they work, and how to use them correctly with FormAssembly, can be challenging without the right foundation. View this training webinar and see a walkthrough of how Person Accounts function within Salesforce. You’ll not only learn proper setup, but how to connect […]
Rapid, Secure, Compliant: A New Approach to Government Data Collection
For agencies prioritizing digital services, the goal is clear: move faster, eliminate paper, and elevate the citizen experience. However, for agencies handling sensitive information, “moving fast” often collides with the wall of complex compliance requirements. The result? Fragmented “shadow IT,” manual workarounds, and siloed workflows that compromise both security and constituent trust. It’s time to […]
